PGF icon

Invesco Financial Preferred ETF
PGF

Overview Fund Activity

157 hedge funds and large institutions have $145M invested in Invesco Financial Preferred ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 52 reducing their positions, and 17 closing their positions.

Holders
157
Holders Change
-4
Holders Change %
-2.48%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
47
Reduced
52
Closed
17
Calls
$298K
Puts
–
Net Calls
+$298K
Net Calls Change
+$298K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$15.7M
2
SAW
2
Signal Advisors Wealth
Michigan
$2.51M
3
Bank of America
3
Bank of America
North Carolina
$9.54M
4
LRWM
4
Lord & Richards Wealth Management
Colorado
$1.17M
5
IRC
5
Investors Research Corp
Georgia
$3.88M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$13.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$24.1M
3
Jane Street
3
Jane Street
New York
$0
4
IAN
4
Integrated Advisors Network
Texas
$1.15M
5
PAG
5
Private Advisor Group
New Jersey
$5.22M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$1.02M 72,147 +151 +0.2%
Ameriprise
27
Ameriprise
Minnesota
$949K 67,225 +14,517 +28%
FIM
28
Freedom Investment Management
Connecticut
$926K 65,640 -1,236 -2%
MML Investors Services
29
MML Investors Services
Massachusetts
$871K 61,724 -14,311 -19%
RH
30
RFG Holdings
Texas
$864K 61,231 -30,964 -34%
MWM
31
Maripau Wealth Management
Indiana
$823K 58,141 +19,542 +51%
RSS
32
Rosenblum Silverman Sutton
California
$816K 57,850 +6,930 +14%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$775K 54,914 -333 -0.6%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$755K 52,779 +4,858 +10%
AWM
35
Accel Wealth Management
Iowa
$743K 52,637 -319 -0.6%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$738K 52,277 -9,791 -16%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$698K 49,445 -3,587 -7%
SFS
38
Sowell Financial Services
Arkansas
$695K 49,229 +48 +0.1%
CCP
39
Cushing Capital Partners
Wisconsin
$619K 43,862 +3,276 +8%
LWM
40
LJI Wealth Management
Indiana
$570K 40,371 -2,349 -5%
WAM
41
Walker Asset Management
Missouri
$567K 40,170 -1,090 -3%
AC
42
Avory & Company
Florida
$437K 30,990 -10,089 -25%
Jones Financial Companies
43
Jones Financial Companies
Missouri
$435K 30,904 +207 +0.7%
WAP
44
Wealthcare Advisory Partners
Pennsylvania
$423K 29,994 +25 +0.1%
KAS
45
Kestra Advisory Services
Texas
$418K 29,614 +889 +3%
CL
46
CIM LLC
New York
$412K 29,181 – –
CIA
47
Capital Investment Advisors
Georgia
$408K 28,894 -1,279 -4%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$400K 28,333 -212 -0.7%
MWM
49
MGB Wealth Management
Texas
$392K 27,764 – –
Comerica Bank
50
Comerica Bank
Texas
$382K 27,096 -3,149 -10%
1
2
3 4 5